|
901
|
Tempus Wealth Planning
Irvine,
California
|
–
|
-$2.08M
|
-15,055
|
Closed
|
|
|
902
|
NovaPoint Capital
Atlanta,
Georgia
|
–
|
-$1.92M
|
-13,908
|
Closed
|
|
|
903
|
Capital Square
Chattanooga,
Tennessee
|
–
|
-$1.27M
|
-9,211
|
Closed
|
|
|
904
|
Veritable
Wilmington,
Delaware
|
–
|
-$1.01M
|
-7,280
|
Closed
|
|
|
905
|
|
–
|
-$832K
|
-6,014
|
Closed
|
|
|
906
|
First Ascent Asset Management
Denver,
Colorado
|
–
|
-$605K
|
-4,372
|
Closed
|
|
|
907
|
Tidal Investments
Milwaukee,
Wisconsin
|
–
|
-$560K
|
-4,049
|
Closed
|
|
|
908
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
–
|
-$543K
|
-3,921
|
Closed
|
|
|
909
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
–
|
-$466K
|
-3,366
|
Closed
|
|
|
910
|
Forum Private Client Group
Fishers,
Indiana
|
–
|
-$404K
|
-2,923
|
Closed
|
|
|
911
|
Executive Wealth Management
Brighton,
Michigan
|
–
|
-$355K
|
-2,565
|
Closed
|
|
|
912
|
Vanguard Personalized Indexing Management
Oakland,
California
|
–
|
-$351K
|
-2,538
|
Closed
|
|
|
913
|
Obsidian Personal Planning Solutions
Rockville,
Maryland
|
–
|
-$334K
|
-2,415
|
Closed
|
|
|
914
|
V Wealth Advisors
Overland Park,
Kansas
|
–
|
-$293K
|
-2,116
|
Closed
|
|
|
915
|
Cadence Bank
Tupelo,
Mississippi
|
–
|
-$290K
|
-2,099
|
Closed
|
|
|
916
|
Donaldson Capital Management
Evansville,
Indiana
|
–
|
-$252K
|
-1,818
|
Closed
|
|
|
917
|
First Foundation Advisors
Irvine,
California
|
–
|
-$248K
|
-1,793
|
Closed
|
|
|
918
|
Modera Wealth Management
Westwood,
New Jersey
|
–
|
-$246K
|
-1,775
|
Closed
|
|
|
919
|
InterOcean Capital Group
Nashville,
Tennessee
|
–
|
-$243K
|
-1,755
|
Closed
|
|
|
920
|
Prossimo Advisors
San Luis Obispo,
California
|
–
|
-$243K
|
-1,753
|
Closed
|
|
|
921
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
–
|
-$242K
|
-1,752
|
Closed
|
|
|
922
|
Private Portfolio Partners
Paramus,
New Jersey
|
–
|
-$238K
|
-1,721
|
Closed
|
|
|
923
|
Townsend & Associates
Westminster,
Colorado
|
–
|
-$230K
|
-1,600
|
Closed
|
|
|
924
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
–
|
-$218K
|
-1,575
|
Closed
|
|
|
925
|
Redwood Financial Network
Solon,
Ohio
|
–
|
-$217K
|
-1,568
|
Closed
|
|
